42nd Annual Eide Bailly Bank Seminar

Providing Knowledge, Ideas and Solutions for Your Bank

Eide Bailly’s annual bank seminar returns again in 2022 as bankers thrive and succeed in today’s economy along with an environment of changing interest rates. The banking industry is continuously changing as a result of recent legislative and economic issues. It’s important to understand how various regulatory, legislative, and financial factors are impacting your organization.

Join us for our 2022 Bank Seminar to help strengthen your knowledge of the latest economic landscape, banking industry regulations and requirements. Be prepared to hear from leading advisors in the banking industry and receive guidance on the specific challenges your bank and customers are experiencing. The Eide Bailly Bank Seminar will help you maintain a competitive leadership position, remain in compliance and increase your profitability.

Our seminars include a solid lineup of speakers and topics designed for bank executives, bank directors, officers and banking industry professionals. Here is the lineup of the session topics, speakers, dates and locations for the Bank Seminar. The sessions are free to attend and qualify for CPE.

Be sure to share the Bank Seminar with your bank directors and officers, staff and professional network as well as on social media - #EBBankSeminar2022.

Thursday, November 10 | Fargo, North Dakota | Delta by Marriott

Eide Bailly 2022 Bank Seminar Schedule at a Glance

Description

Join us November 10, 2022 for the Eide Bailly Bank Seminar at the Delta by Marriott in Fargo to help strengthen your knowledge of the latest interest rate landscape with keynote speaker Ryan Hayhurst, President at The Baker Group. This will be followed by a Regulatory Panel Discussion with FDIC, Federal Reserve Bank of Minneapolis, and the OCC. Hear from leading advisors in banking and receive guidance on the specific challenges your bank and customers are experiencing. The Eide Bailly Bank Seminar will help you maintain a competitive leadership position, remain in compliance, and prepare your bank with strategies for growth.

Learning Objectives

General Session

• Examine the current environment of rising interest rates with distinguished keynote Ryan Hayhurst, President of The Baker Group.
• Discuss the economic headwinds and challenges affecting community banks and strategies to analyze your risk profile and as Ryan Hayhurst advises: “Get Recession Ready.”
• Identify current regulatory issues and concerns in a Regulatory Panel Discussion moderated by Eide Bailly with the Minnesota Financial Institutions Division, FDIC, Federal Reserve Bank of Minneapolis, and the OCC.

3:20 p.m. Breakouts

• A1 - Tax & ESOP Update: Discuss bank tax with a focus on ESOP strategies with Jill Schneider, Ryan Sperling, Eide Bailly joined by John Peterson, CFO at Security State Bank Holding Company and Amy Otterson, HR Director, Bank Forward.
• A2 - Interest Rate Risk Deep Dive: Examine the nuts and bolts of interest rate risk management and the role the Board and senior management has with regard to oversight. Ryan Hayhurst, President at The Baker Group, will also discuss the development of policies and procedures, internal controls, and established risk limits.
• A3 - Cybersecurity Update: Define what a cyber-attack is and the effects it can have on your organization and discuss how cybersecurity can protect your data and reputation with Kyle Hendrickson, Eide Bailly.

4:20 p.m. Breakouts

• B1 - M&A Update: Examine what banks need to know about the M&A market and provide an overview of trends in in the community banking M&A market and legal considerations, transaction issues and concerns with Dana Ereth, Eide Bailly and Anton (Tony) Moch, Winthrop & Weinstine, P.A.
• B2 - Core Contracts: Discuss the top 10 pitfalls when evaluating your technology providers and contracts with a detailed look into how vendors and contracts can eat into your bottom line with Eide Bailly Consulting Directors, Tom Caruthers and Mike Martin who will discuss items to look for when negotiating your next contract renewal, technology evaluation, or systems and services purchase. They will also discuss items to monitor to ensure your vendor is keeping up with your current and future technology needs to ultimately maximize your customers’ wallet share.
• B3 - Compliance Update: Identify ways to ensure compliance with the FinTech due diligence, Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) Bank Secrecy Act and Anti-Money Laundering updates and more compliance hot topics with Ann Rockswold, Eide Bailly.
• B4 - Data Analytics: Define what data analytics is, why it is important, and identify the impact data analytics has on your bank with Andrew Beyer, Eide Bailly.

CPE Information:
CPE Credits: up to 4 hours
Field of Study: Specialized Knowledge
Level of Knowledge: Intermediate
Delivery Method: Group-Live

Additional Information: This is a Group-Live Training. No prerequisites or advanced preparation required. For information regarding a complaint and/or program cancellation policies, please contact Amy DeGeorge - adegeorge@eidebailly.com.

What You Need to Know About the Bank Seminar

Do I have to attend all the sessions?
No. You can register for any individual session or all five sessions.

How much does it cost to attend?
There is no cost to attend the 42nd annual Eide Bailly Bank Seminar. However, we require that you register ahead of time.

Will I receive continuing education credit for attending?
Many of the sessions will qualify for CPE credit. For full details related to CPE, visit the registration page for each session.

Who should I contact for more information?
Cheryl Knudson
Financial Institutions Industry Marketing Manager
888.777.2015
cknudson@eidebailly.com

Will the sessions be recorded?
The event in Ontario, California on October 24, 2022 will be the only seminar recorded. Recorded sessions are not eligible for CPE.